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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.1B AUM 794 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 199 Added 167 Reduced 42 Exited
Page 11 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,140.0 $1.0M 0.10% +30.0 +1.4% $484.91 +5.8%
202 CNX CNX RES CORP Energy 26,829.0 $1.0M 0.10% NEW $38.55 -12.5%
203 S SENTINELONE INC Technology 79,257.0 $1.0M 0.10% +68K +576.2% $12.88 +39.4%
204 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 17,265.0 $1.0M 0.10% $58.65 +9.2%
205 GBCI GLACIER BANCORP INC NEW Financial Services 22,494.0 $1.0M 0.10% $44.67 +7.3%
206 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6,095.0 $1.0M 0.10% $164.80 -3.1%
207 OGE OGE ENERGY CORP Utilities 20,781.0 $997K 0.10% $47.96 +0.5%
208 REGN REGENERON PHARMACEUTICALS Healthcare 1,282.0 $991K 0.09% $772.64 -18.8%
209 CNP CENTERPOINT ENERGY INC Utilities 22,950.0 $991K 0.09% -170.0 -0.7% $43.16 -0.2%
210 DX DYNEX CAP INC Real Estate 76,859.0 $981K 0.09% NEW $12.76 +2.3%
211 Q QNITY ELECTRONICS INC Technology 8,487.0 $979K 0.09% NEW $115.38 +37.9%
212 COMP COMPASS INC Technology 132,861.0 $971K 0.09% -96K -41.9% $7.31 +14.6%
213 CDNS CADENCE DESIGN SYSTEM INC Technology 3,494.0 $971K 0.09% -52.0 -1.5% $277.87 +34.6%
214 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 31,465.0 $971K 0.09% -47K -60.1% $30.85 -4.8%
215 UBER UBER TECHNOLOGIES INC Technology 13,431.0 $966K 0.09% -466.0 -3.4% $71.93 -1.7%
216 MDT MEDTRONIC PLC Healthcare 11,107.0 $962K 0.09% -74.0 -0.7% $86.65 -12.3%
217 PM PHILIP MORRIS INTL INC Consumer Defensive 5,774.0 $955K 0.09% -267.0 -4.4% $165.34 +10.1%
218 U UNITY SOFTWARE INC Technology 43,346.0 $951K 0.09% NEW $21.94 +26.5%
219 FITB FIFTH THIRD BANCORP Financial Services 20,450.0 $950K 0.09% +7K +55.9% $46.46 +7.4%
220 FBNC FIRST BANCORP N C Financial Services 16,767.0 $945K 0.09% +11K +202.8% $56.35 +4.3%
Page 11 of 26  ·  501 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.5%
Financial Services 16.0%
Industrials 10.9%
Consumer Cyclical 10.1%
Healthcare 8.9%
Communication Services 6.8%
Energy 6.6%
Consumer Defensive 4.3%
Basic Materials 4.2%
Utilities 2.7%